Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.98B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,946
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.7M
3
+$10.3M
4
PCF
High Income Securities Fund
PCF
+$9.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.51M

Top Sells

1
+$10.6M
2
+$8.22M
3
+$7.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Sector Composition

1 Technology 11.9%
2 Healthcare 5.58%
3 Financials 4.75%
4 Consumer Discretionary 4.7%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$707K 0.01%
44,653
977
$706K 0.01%
3,258
+18
978
$706K 0.01%
12,534
+790
979
$705K 0.01%
4,375
+5
980
$703K 0.01%
16,380
+1,065
981
$703K 0.01%
12,855
-362
982
$702K 0.01%
5,230
-157
983
$702K 0.01%
2,870
-238
984
$702K 0.01%
27,770
+5,005
985
$701K 0.01%
16,609
-4,326
986
$700K 0.01%
3,545
+1,051
987
$698K 0.01%
21,967
-58
988
$695K 0.01%
19,941
+2,988
989
$694K 0.01%
3,102
+245
990
$692K 0.01%
21,584
+3,879
991
$690K 0.01%
11,378
+2,506
992
$690K 0.01%
1,922
+101
993
$688K 0.01%
4,447
+744
994
$685K 0.01%
8,855
+609
995
$681K 0.01%
17,415
-11,734
996
$681K 0.01%
15,050
-90
997
$681K 0.01%
14,994
-104
998
$681K 0.01%
11,651
+988
999
$681K 0.01%
24,937
+1,543
1000
$679K 0.01%
8,334
-315
38 39
40
41 42